RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$203K
3
+$170K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$151K
5
RTX icon
RTX Corp
RTX
+$109K

Top Sells

1
+$1.51M
2
+$785K
3
+$652K
4
ADSK icon
Autodesk
ADSK
+$637K
5
AMZN icon
Amazon
AMZN
+$606K

Sector Composition

1 Technology 13.32%
2 Healthcare 9.04%
3 Financials 6.87%
4 Materials 5.95%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.03%
344
177
$27K 0.03%
550
178
$27K 0.03%
200
179
$27K 0.03%
200
+50
180
$27K 0.03%
453
181
$26K 0.03%
356
182
$26K 0.03%
586
183
$26K 0.03%
414
184
$25K 0.02%
460
185
$25K 0.02%
588
186
$25K 0.02%
227
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$25K 0.02%
45
188
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599
189
$24K 0.02%
245
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$24K 0.02%
473
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$24K 0.02%
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$24K 0.02%
461
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$24K 0.02%
546
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194
$23K 0.02%
373
195
$22K 0.02%
1,173
196
$22K 0.02%
1,061
197
$21K 0.02%
106
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198
$21K 0.02%
+104
199
$21K 0.02%
109
200
$21K 0.02%
80
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8
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